Skip to main content

How Do I Use The AI Sales Agent In Tribe?

Updated over 2 weeks ago

The AI Sales Agent helps you find and contact new sales prospects more efficiently within Tribe. It analyses company information, highlights relevant opportunities, and prepares tailored outreach messages. This feature is useful when you want to speed up prospecting while keeping your communication relevant and structured. By following this guide, you will learn how to activate the AI Sales Agent, search for prospects, and start personalised outreach.

Table Of Contents

  • What Does The AI Sales Agent Do?

  • Why Or When Should You Use It?

  • How Do I Turn On The AI Sales Agent?

  • How Do I Search For Prospects?

  • Step By Step Instructions

  • LinkedIn Outreach Requirements

  • Quick Summary

  • Frequently Asked Questions

What Does The AI Sales Agent Do?

The AI Sales Agent makes prospecting faster and more efficient by:

  • Instant opportunity discovery – Simply type what you’re looking for, a specific company, category and or location, and the AI generates a list of relevant prospects.

  • Smart analysis – Using data from company websites, Chamber of Commerce records, and optional credit reports (e.g., via CreditSafe), the AI identifies and ranks sales opportunities by relevance.

  • Tailored outreach – For each prospect, the AI suggests sales angles and generates customized messages aligned with their current business context.

  • Seamless CRM integration – Every new contact, opportunity, and message is automatically saved in Tribe.

Why Or When Should You Use It?

You might use the AI Sales Agent when you want to find new leads without manual research. It is helpful when you need to personalise outreach at scale while keeping messages relevant.

This feature reduces the time spent on prospecting and ensures your CRM remains complete and structured.

How Do I Turn On The AI Sales Agent?

  1. Open your Account Settings.

  2. Click Add/Delete modules.

  3. Add the AI Sales Agent module.

  4. Add the LinkedIn module.

  5. Click Get started.

  6. Refresh the page if the feature does not appear immediately.

The AI Sales Agent button will now appear in the top right corner of your screen.

Note! In order to use the outreach via LinkedIn functionality, you must use the Chrome browser and have the Tribe CRM Chrome extension installed.

How Do I Search For Prospects?

You can search for prospects in two ways:

Search For A Specific Company

Enter the company name in the search bar. The AI shows an overview with relevant company details. You can select suggested topics and choose the contact person you want to approach. The AI then prepares a tailored message for Email or LinkedIn.

Search By Category Or Location

Enter a category, a location, or both. The AI displays a list of matching companies. You can open a company to review opportunities, select topics, and generate a personalised message.

Step By Step Instructions

Follow these steps to use the AI Sales Agent:

  1. Click the AI Sales Agent button in the top right corner.

  2. Select an existing Company Profile or create a new one.

  3. Enter a company name, a general query, a Category, or a Location.

  4. Review the list of prospects and click Find Sales Opportunities below a company to let the AI analyze and generate potential opportunities for you.

  5. Select a company to view suggested opportunities and contacts.

  6. Choose which topics to include in your message.

  7. Click Start outreach to generate a customized message.

  8. Send via Email or LinkedIn.

Tribe automatically saves the contact, opportunity, and message for future reference.

Tip! You can also check out a company before finding all Sales Opportunities. Simply click on Open to find all details of the company.
​

You can also find the Sales Opportunities on the company page.
​

LinkedIn Outreach Requirements

LinkedIn Outreach Requirements

To send messages through LinkedIn, you need:

  • A LinkedIn subscription that includes InMail, such as Sales Navigator, Recruiter, or Premium.

  • The Tribe CRM Chrome extension installed and enabled.

Quick Summary

The AI Sales Agent helps you find, analyse, and contact new prospects directly from Tribe. It creates personalised outreach messages based on real company data. This allows you to manage prospecting more efficiently while keeping your CRM complete and organised.

Frequently Asked Questions

How do I install the Google Chrome extension?

  1. Open Google Chrome and go to Tribe CRM Extension

  2. Click Add to Chrome → Add extension

  3. Pin the extension to your toolbar for easy access

  4. Sign into Tribe CRM, the extension connects automatically

Already using a Tribe Chrome extension? You're all set, no additional installation needed.

How does the company profile setup work?

On first use, the AI Sales Agent automatically creates your company profile by analyzing your website. This profile includes your USPs, industry focus, and target audience—used to match you with relevant prospects.

To create or switch profiles:

  1. Click the AI Sales Agent button (top right of Tribe interface)

  1. Select an existing profile or create a new one (useful for subsidiaries or different product lines)

  1. Enter your company website URL

  1. Wait for the AI to analyze and build your profile

The profile takes approximately 10-30 seconds to generate on first use.

What data sources does the AI Sales Agent use?

The AI combines multiple public data sources to build comprehensive prospect profiles:

  • Google Maps for business discovery and location data

  • Google News for recent company updates and opportunities

  • LinkedIn for contacts and company information

  • CreditSafe (automatically activated) for financial information

  • Chamber of Commerce records where available

What do the star ratings mean?

The AI assigns 1-5 stars based on how well a prospect matches your company profile:

  • ⭐⭐⭐ Excellent fit — Strong alignment with your offerings

  • ⭐⭐ Good fit — Clear opportunities identified

  • ⭐ Moderate fit — Some potential, worth reviewing

How many InMails can I send via LinkedIn?

Your InMail limits depend on your LinkedIn subscription:

  • Sales Navigator Professional: 50 InMails/month

  • Sales Navigator Team: 50 InMails/month

  • Premium Career: 5 InMails/month

  • Recruiter Lite: 30 InMails/month

The AI Sales Agent doesn't have separate limits, it uses your LinkedIn quota. Monitor your usage in LinkedIn to avoid hitting limits.

How can I improve my search results?

Refine your company profile:

  • Ensure your website clearly communicates your value proposition

  • Create separate profiles for different product lines or target markets

  • Review and update your profile periodically as your offerings evolve

Optimize your search queries:

  • Be specific with location: "Software companies in Amsterdam Zuidas" vs. "Software companies Netherlands"

  • Combine industry + location indicators where possible

  • Use the category search for discovery, specific company search for targeting

LinkedIn messages aren't sending

Check these items:

  1. You are using Chrome as a browser

  2. Tribe Chrome extension is installed and active

  3. You're logged into LinkedIn in the same browser

  4. You have available InMail credits

  5. Your LinkedIn subscription supports InMail

Did this answer your question?